The Sullivan Group

Overview

The Sullivan Group, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves a client base made up primarily of individuals and families. Its compensation mixes a percentage-of-AUM fee schedule with commission-based arrangements. The firm is not structured as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser. It also has a broker-dealer affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices